Nvidia's 'Hyperfocused' Investors Might Trigger Negative Stock Trend After Earnings, Says Gene Munster: Here's Why
Nvidia's 'Hyperfocused' Investors Might Trigger Negative Stock Trend After Earnings, Says Gene Munster: Here's Why
據吉恩·芒斯特表示，英偉達的「超級聚焦」的投資者可能會在業績後引發股票的負面趨勢，以下是原因
As NVIDIA(NVDA.US) prepares for its upcoming earnings report on Wednesday, Gene Munster, managing partner at Deepwater Asset Management, offers insights into the tech giant's future. Despite potential short-term setbacks, Munster foresees sustained growth for Nvidia through 2026.
正如《華盛頓郵報》今年早些時候所指出的那樣，數據中心在2022年消費的全國電力總量超過了4％。鑑於人工智能和各種數字創新的爆炸性需求，這並不令人驚訝。然而，這些技術對電網造成了巨大壓力。英偉達 準備在週三舉行業績報告的時候，Deepwater資產管理的合夥人吉恩·芒斯特提供了對這家科技巨頭未來的見解。儘管可能會出現短期挫折，芒斯特預見英偉達在2026年之前將保持持續增長。
What Happened: Munster believes that despite Nvidia's recent stock surge, the ongoing demand-supply imbalance and potential delays in Blackwell could negatively impact investor sentiment.
發生了什麼：Munster認爲，儘管英偉達的股票最近出現了上漲，持續存在的需求供應失衡和Blackwell可能的延遲可能會對投資者情緒產生負面影響。
Munster anticipates a possible dip in Nvidia's stock following the earnings report, citing the recent 30% surge and proximity to all-time highs.
Munster預計在業績發佈後，英偉達的股票可能會出現下跌，他提到最近的30%漲幅以及接近歷史高點的原因。
"For investors who are just hyperfocused on every minute of what...
"對於那些只關注這家公...
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